Client Relationship Officer

Placements24; Klerksdorp; Ibrido; ZAR 420.000 - 640.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive salary and commission/bonu

Hybrid work model

Comprehensive health and retirement

Professional development

Generous leave allowance

Supportive team environment

Access to advanced financial tools

Performance recognition programs

Client engagement events

Career advancement opportunities

Descrizione del lavoro

Placements24 is seeking a Client Relationship Officer in Klerksdorp to manage a growing client portfolio and deliver tailored financial guidance. You will build lasting relationships, assess client needs, and provide ongoing support across accounts and investments.

The role emphasizes proactive client management, regulatory compliance, and collaboration with internal teams in a hybrid work setting.

Competenze

• Minimum 3–4 years in client relationship management or similar role.
• Solid knowledge of financial products and markets.
• Excellent communication, negotiation, and interpersonal skills.
• Proven ability to build lasting client relationships.
• Proficiency with CRM systems and planning tools.
• Detail-oriented with strong organization and time management.
• Able to work independently and within a team.
• Relevant financial certifications (e.g., NQF Level 4) are desirable.
• Bachelor's degree in Finance, Business, Economics or related field preferred.
• Familiar with Klerksdorp local market is an advantage.

Mansioni

• Manage and grow a portfolio of client accounts as the primary contact.
• Develop and maintain strong, long-term client relationships.
• Understand client needs and recommend suitable products.
• Provide ongoing support and guidance on accounts and investments.
• Conduct regular client reviews to assess satisfaction and uncover opportunities.
• Address inquiries and resolve issues promptly and professionally.
• Ensure compliance with regulatory requirements and internal policies.
• Collaborate with internal teams to deliver seamless service.
• Inform clients about market updates and relevant financial news.
• Identify strategies to boost client retention and loyalty.

Conoscenze

Relationship management

Communication

Financial product knowledge

CRM tools

Interpersonal skills

Negotiation

Time management

Formazione

Bachelor's degree in Finance/Business/Economics

NQF Level 4 certification

Strumenti

CRM software

Financial planning tools

Descrizione del lavoro

About the Role

Our client, a reputable financial services institution, is seeking a proactive and relationship-driven Client Relationship Officer to join their team in Klerksdorp, North West . This role is central to nurturing and strengthening connections with our valued clients, ensuring their financial needs are met with expert advice and personalized service. You will be responsible for managing a portfolio of clients, understanding their financial goals, and providing tailored solutions and ongoing support. The ideal candidate possesses strong interpersonal skills, a keen understanding of financial products, and a commitment to client satisfaction. This position offers a dynamic environment where you can build lasting relationships and contribute significantly to client success and loyalty. We are looking for an individual who is organized, detail-oriented, and capable of managing client interactions across various touchpoints. The ability to provide clear, concise financial guidance and address client concerns effectively is paramount. This role is perfect for someone looking to grow their career in client management within the financial sector and make a tangible impact.

Key Responsibilities

• Manage and grow a portfolio of client accounts, serving as their primary point of contact.
• Develop and maintain strong, long-term relationships with clients.
• Understand client financial needs and objectives, recommending appropriate products and services.
• Provide ongoing support and guidance to clients regarding their accounts and investments.
• Conduct regular client reviews to assess satisfaction and identify new opportunities.
• Address client inquiries and resolve issues promptly and professionally.
• Ensure compliance with all regulatory requirements and internal policies.
• Collaborate with internal teams to facilitate seamless service delivery.
• Keep clients informed about market updates and relevant financial news.
• Identify and implement strategies to enhance client retention and loyalty.

Requirements

• Minimum of 3-4 years of experience in client relationship management, financial advisory, or a similar client-facing role.
• Strong understanding of financial products, services, and market dynamics.
• Excellent communication, negotiation, and interpersonal skills.
• Proven ability to build and maintain strong client relationships.
• Proficiency in using CRM software and financial planning tools.
• Detail-oriented with strong organizational and time management skills.
• Ability to work both independently and collaboratively in a team environment.
• Relevant financial certifications (e.g., NQF Level 4) are highly desirable.
• Bachelor's degree in Finance, Business, Economics, or a related field is preferred.
• Familiarity with the local market and client base in Klerksdorp is an advantage.

Benefits

• Competitive salary and commission/bonus structure.
• Comprehensive health and retirement benefits.
• Opportunities for professional development and industry-specific training.
• Hybrid work model promoting flexibility.
• Generous leave allowance.
• Supportive team environment with experienced colleagues.
• Access to advanced financial tools and resources.
• Performance recognition programs.
• Regular client engagement events.
• Career advancement opportunities within a leading financial institution.